See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,336 | $58,523-89.2% | $99,443-93.6% | $72,985-91.3% |
| Participation rate | 44.8% | 64.6%-19.8pp | 73.8%-29.0pp | 69.5%-24.7pp |
| Annual return | 39.08% | 28.51%+10.6pp | 30.72%+8.4pp | 81.00%-41.9pp |
| Employer contribution / active EE | $907 | $1,512-40.0% | $2,540-64.3% | $2,440-62.8% |
| Participant deferral / active EE | $1,083 | $2,606-58.5% | $3,619-70.1% | $3,607-70.0% |
| Admin fee / account holder | $54 | $4,102-98.7% | $6,250-99.1% | $5,124-98.9% |